Manager, Finance & Planning (Finance)

As a privately held, U.S.-owned and operated company, Crowley provides services to 36 nations and island territories. Our purpose is to bravely advance what's possible to elevate people and planet, with our core values of Integrity, Sustainability and Drive guiding everything we do.

By expanding and innovating our services, we have expanded our footprint in services within the Logistics, Land Transportation, Shipping, Wind and Fuel industries. Crowley and its affiliated companies have generated more than $3.5 billion in annual revenue through our people's focus on excellence and a culture that values everyone's voices and collaboration.

To continue laying the groundwork and challenge what's possible for our business, we seek to partner with individuals ready to elevate their careers with us.

About the Role

We are seeking a Manager, Corporate FP&A, to lead financial planning, forecasting, and strategic analysis while driving the creation of 3 financial statement models by business units. This role will build the foundation for comprehensive financial oversight beyond P&L reporting, establish governance over consolidated financial dashboards, and develop a structured 5-year planning process.

Key Responsibilities

1. Forecasting, Budgeting, and Reporting - Driving Accuracy and Scenario-Based Analysis

• Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
• Develop and implement standardized driver-based forecasting methodologies across corporate functions.
• Establish scenario-based planning frameworks to improve forecast accuracy and strategic decision-making.
• Develop and maintain complex financial models, including working capital models, to support decision-making across the organization.
• Analyze data, prepare complex forecasts and reports, and identify trends, risks, and growth opportunities.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Drive financial insights by leveraging data analytics, improving variance analysis methodologies, and enhancing forecast-to-actual tracking for better decision-making.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Evaluate potential investments, mergers, and acquisitions to support growth initiatives.

2. Governance of Consolidated Financial Dashboards

• Create governance policies ensuring consistency, accuracy, and reliability of financial dashboards.
• Implement automated validation controls in collaboration with IT and finance teams.

3. Creating 3 Statement models by Units

• Establish full financial statement ownership within business units, expanding beyond P&L to include:
• Balance sheet management (PPE, AR, AP)
• Operational cash flow forecasting
• Working capital forecasting (to be owned by business units with Corporate FP&A leading the transition)
• Develop and implement standardized 3-statement financial models (P&L, Balance Sheet, Cash Flow) to enhance forecasting accuracy.
• Lead the process of training Business Unit Finance teams on 3-statement modeling, ensuring they develop the necessary expertise.
• Support business units during the transition period, providing oversight, guidance, and best practices.
• Gradually transition ownership of full financial statement forecasting to business units while maintaining corporate governance and alignment.
• Ensure 100% adoption of full financial statement forecasting within business units by year-end.

4. 5-Year Planning & Strategic Modeling

• Develop and implement a structured 5-year financial planning framework to support long-term growth and risk management.
• Integrate market trends, economic indicators, and competitive insights into financial models.
• Collaborate closely with stakeholders across Business Units (BU), Corporate Units (CU), Strategy, and Treasury to ensure the latest assumptions and strategic objectives are captured in the models.

Qualifications & Skills

• 8 years of experience in FP&A, corporate finance, or strategic financial planning.
• Proven expertise in creating and implementing full financial statement management within business units.
• Strong background in driver-based forecasting, scenario planning, and financial modeling.
• Experience developing governance frameworks for financial dashboards and reporting.
• Expertise in long-term financial planning and strategic modeling.
• Strong leadership skills with experience in team development, coaching, and talent management.
• Advanced proficiency in financial systems, BI tools, and Excel-based modeling.
• Excellent communication and business partnering skills, with the ability to influence senior leaders.

Technical Proficiency

• Expert financial modeling and analytical skills, with the ability to develop complex driver-based models and scenario analyses.
• In-depth knowledge of accounting principles, financial statement analysis, and management reporting.
• Advanced proficiency in Microsoft Office products, including Excel, Outlook, Word, and PowerPoint, with strong project management capabilities.
• Familiarity with current financial management software and reporting tools (e.g., ERP systems, BI tools, data visualization platforms).

Education: Bachelor's degree in finance, Accounting, Economics, or a related field; MBA or CPA/CFA preferred.

Working Conditions: Normal office environment with little exposure to excessive noise, dust, temperature and the like. Extended use of a computer keyboard, viewing of a computer monitor and the ability to sit for long periods of time.